IFA

Interactive Financial Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 9.86%
This Quarter Est. Return
1 Year Est. Return
+9.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
-$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$7.72M
3
+$6.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.91M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$5.85M

Top Sells

1
+$7.98M
2
+$7.95M
3
+$7.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$5.97M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.26M

Sector Composition

1 Real Estate 0.06%
2 Energy 0.06%
3 Financials 0.02%
4 Materials 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$71K 0.04%
2,049
+1,402
77
$65K 0.03%
624
-22
78
$59K 0.03%
1,137
+13
79
$58K 0.03%
2,275
-449
80
$53K 0.03%
1,767
+130
81
$52K 0.03%
733
-204
82
$37K 0.02%
331
+7
83
$35K 0.02%
333
+12
84
$31K 0.02%
1,076
-306
85
$30K 0.02%
+940
86
$28K 0.01%
+792
87
$27K 0.01%
340
88
$22K 0.01%
187
-63,184
89
$16K 0.01%
147
90
$13K 0.01%
+300
91
$12K 0.01%
226
92
$8K ﹤0.01%
+265
93
$8K ﹤0.01%
270
+2
94
$8K ﹤0.01%
+131
95
$7K ﹤0.01%
+100
96
$5K ﹤0.01%
400
97
$4K ﹤0.01%
+100
98
$2K ﹤0.01%
20
99
$1K ﹤0.01%
11
-8
100
– –
-100
1 2 3
4
5